Analyst Notes

CoreWeave to provide cloud services for Anthropic

April 15, 2026
Philbert Shih

CoreWeave confirmed a deal to provide cloud infrastructure services for Anthropic, developer of the ...

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Aligned breaks ground on new 540MW data centre campus in west Texas

April 15, 2026
Vivian Kong

Aligned Data Centers broke ground on its Project Caprock campus just outside of Abernathy, Texas. ...

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DataBank and Goodman Group forms JV; launching new data centre in Los Angeles

April 14, 2026
Vivian Kong

DataBank and Goodman Group formed a joint venture to launch a new 32MW data centre in Los Angeles, C...

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McKinsey, AWS launch partnership for cloud, AI transformation

April 14, 2026
Philbert Shih

Consultancy McKinsey and AWS launched the Amazon McKinsey Group (AMG). ...

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NVIDIA to supply 1m GPUs for AWS cloud

April 14, 2026
Philbert Shih

NVIDIA confirmed that it has reached a deal with AWS to sell it 1m GPUs by the end of 2027. ...

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Data4 brings online second 10MW facility at Warsaw campus

April 14, 2026
Ainsley Woods

Data4 has opened a second 10MW data centre at its Jawczyce campus near Warsaw, marking the next phas...

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TeraWulf books HPC infrastructure revenue as leases start commencing; portfolio expanding

April 13, 2026
Philbert Shih

Publicly listed TeraWulf confirmed in its recent 4Q25 earnings report that it has leased 522MW of IT...

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KDDI-Telehouse land banks for future Docklands capacity

April 13, 2026
Sacha Kavanagh

Media reports indicate Telehouse owner KDDI bought a site in London’s Docklands for ~£250m. ...

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NVIDIA invests in, commits to buy from Coherent, Lumentum

April 13, 2026
Sacha Kavanagh

NVIDIA recently struck agreements with Coherent, manufacturer of advanced laser and optical networki...

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Middle East strikes raise new risks for Gulf data centre and AI expansion

April 13, 2026
Swapna Subramani

The Middle East data centre story has moved beyond broad geopolitical uncertainty and into direct in...

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WSS: Neocloud and AI expansion pushes forward as webscale tier uses M&A to accelerate value-add

April 13, 2026
Philbert Shih

It was a busy week across the sector that was again marked by neocloud and AI expansion and strateg...

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Corning breaks ground on cable manufacturing facility in Hickory, NC

April 10, 2026
Philbert Shih

Corning broke ground on a new optical cable manufacturing facility in Hickory, North Carolina. ...

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